Old North State Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    wilmington, NC
  • Num holdings

    123

  • Value ($000)

    $213,757

  • Date Filed
    10/17/2025
  • Form type
    13F-HR
  • CIK
    0002041262
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$12.78M
6 %

25,419

AAPL
AAPL

APPLE INC

COM
037833100
$8.03M
4 %

31,459

AMZN
AMZN

AMAZON COM INC

COM
023135106
$7.80M
4 %

35,540

CVS
CVS

CVS HEALTH CORP

COM
126650100
$7.26M
3 %

96,191

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.65M
3 %

35,629

F
F

FORD MTR CO

COM
345370860
$6.48M
3 %

541,476

MHO
MHO

M/I HOMES INC

COM
55305B101
$6.46M
3 %

44,741

GILD
GILD

GILEAD SCIENCES INC

COM
375558103
$6.06M
3 %

54,567

HII
HII

HUNTINGTON INGALLS INDS INC

COM
446413106
$5.25M
3 %

18,194

ET
ET

ENERGY TRANSFER L P

COM UT LTD PTN
29273V100
$5.10M
2 %

297,005

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